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Orion Advisor Solutions

Management Consulting

Founded: 1999
Headquarters: 1701 N 102nd St, Omaha, NE 68114, USA
Overview
Location
Nebraska, United States
Headquarter
1701 N 102nd St, Omaha, NE 68114, USA
Contact Number
(888) 674-6627
No of Employees
1600
Industry
Management Consulting
Contact Email
Not Available
Company Type
Private Company
Website
orion.com
Founded
1999
CEO
Charles Clark
Codes
SIC Code 87,874 | NAICS Code 54,541
Annual Revenue
120 Million USD
Total Funding
$180M
Recent Funding Amount
$95M
No of Funding Rounds
2
Founders
Eric Clarke
Social Handles

Company Overview

Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, and CLS Investments, create a complete yet modular offering that empowers firms to seamlessly attract new clients; connect goals more meaningfully to investment strategies and outcomes; and ultimately track progress toward each investor's unique definition of financial success. As of December 31, 2020, Orion supports more than 2,100 advisory firms with approximately $1.4 trillion in assets under administration and an additional $48 billion of combined platform assets (Orion Portfolio Solutions and Brinker Capital Investments) on the open architecture TAMP, making Orion the platform of choice for all growth-focused advisory f

Employees by Level

C-Level

12

VP-Level

32

Director

30

Manager

73

Non-Manager

273

Top Contacts

388

Top C-suite Members of Company

Connect with key decision-makers at Orion Advisor Solutions. View contact details of C-suite executives and leadership team.

NameTitleContact
Russell MillsChief Executive Officerr****s@orion.com
Ben BellChief Financial Officerb****l@orion.com
Arun AnurChief Operating Officera****r@orion.com
Charley PavlickPresidentc****k@orion.com
Reed ColleyPresidentr****y@orion.com
Michael ForkerExecutive VPm****r@orion.com
Reid PetersControllerr****s@orion.com
Arun AnurChief Operating Officera****r@orion.com
Ben BellChief Financial Officerb****l@orion.com
Charley PavlickPresidentc****k@orion.com
Matthew MileskiRegional VPm****i@orion.com
Reid PetersControllerr****s@orion.com
Russell MillsChief Executive Officerr****s@orion.com

Employees Contact

Are you Seeking to connect with decision-makers? Acquire their contact info, including emails and phone numbers, from credible sources like LinkedIn or trusted websites.

NamePositionPhoneEmailProfile
Scott Klaassen
Institutional Service
******3513s.......n@orionadvisor.com
Jeffrey Slutzky
Database Administrator
******3513j.......y@orionadvisor.com
Jan-michael Williams
Lead Developer
******0616j.......s@gmail.com
Karthika Rajaraman
Quality Assurance Specialist
*******1600k.......n@west.com
Michael Link
Senior Data Analyst
*******1251m.......k@orionadvisor.com
Curtis Deinert
Institutional Service Group
******3513c.......t@orionadvisor.com
Barbara Buquing
Account Manager
******3513b.......b@orionadvisor.com
Jared Jollensten
Investment Strategy Business Development
******3513j.......j@orionadvisor.com
Jeff Hatten
Sql Server Database Administrator
******3385j.......n@orionadvisor.com
Brandon Weeder
Senior Data Analyst
******3513b.......w@orionadvisor.com
Robin Danahy
Sales Operations
******3513r.......d@orionadvisor.com
Erica Ellis
Marketing Administrative Manager
******6793e.......s@gordmans.com
Olivia Kunhart
Billing Subject Matter Expert
******3513o.......k@orionadvisor.com
Dustin Garrett
Data Reconciliation
*******4305d.......t@gmail.com
Krystal Leichliter
Graphic Design Contractor
*******7441k.......r@orionadvisor.com
Becca Sarratt
Subject Matter Expert Ascent Training
******3513b.......t@orionadvisor.com
Tricia Drexel
Strategic Consulting
******3513t.......x@gmail.com
Tanner Bock
Account Manager
******3513t.......k@orionadvisor.com
Joe Leyboldt
Managing Director, Operations
******3513j.......e@mineralinteractive.com
Heidi Meyer
Strategic
******0205h.......r@orionadvisor.com
Ryan Deprez
Team Lead - Report Design
*******6692r.......z@orionadvisor.com
Renee Fast
Senior Manager, Premier Services
******3326r.......f@orionadvisor.com
Ryan Hanthorn
Salesforce Software Engineer
*******7770r.......n@orionadvisor.com
Mark Pagliuca
Institutional Project
******3513m.......p@orionadvisor.com
Shaun Kardell
Trading Product
*******0713s.......2@hotmail.com
Aaron Schaap
Salesforce Solutions
*******5610a.......p@yahoo.com
Ann Tanis
Data Analyst
******5810a.......s@mutualofomaha.com
David Chadwick
User Experience
******3513d.......k@orionadvisor.com
Seth Mccune
Managing Director, Operational Efficiency
******3513s.......m@orionadvisor.com
Jina Horton
Vice President Of Business Development
******3513j.......n@orionadvisor.com
Nate Thomas
Software Engineer - User Interface Web Developer
*******2355n.......3@hotmail.com
W Langner
Solutions Architect
*******0372z.......r@orionadvisor.com
Raymond Griffey
Products Prices
******3513r.......y@orionadvisor.com
Nicole Broussard
Process Improvement
******3513n.......b@orionadvisor.com
Russell Teply
Software Developer
******7614r.......t@orionadvisor.com
Quinelle Pralle
Windows Application Developer
******0900q.......e@cox.net
Tim Nguyen
Software Engineer Api Developer
******3513t.......n@orionadvisor.com
Todd Weber
Senior Account Manager
******3513t.......w@orionadvisor.com
Michael Gibler
Senior Financial Data Analyst
******3149m.......1@yahoo.com
Erika Jessop
Advisor Success Advocate
******3513e.......p@orionadvisor.com
Jonathan Peltier
Sme Cost Basis
******4570j.......r@orionadvisor.com
Amy Strickland
Project Manager
******3513a.......s@orionadvisor.com
Greg Christensen
Software Developer
******6597g.......n@orionadvisor.com
Joe Peldo
Senior Manager - Data Service Teams
******3513j.......p@orionadvisor.com
Jacob Danielson
Strategic Consultant
******4262t.......t@hotmail.com
Rahmeen Bahramzad
Premier Advisor Advocate
*******5008r.......d@nstar-financial.com
Rodney Mottl
Billing Product Manager
*******1473r.......l@orionadvisor.com
Evan Zantaltzis
Accounting
******3513e.......9@yahoo.com
Daniel Mcaleer
Senior Accounting Analyst
******3513d.......m@orionadvisor.com
Andrew Temple
Senior Billing Specialist - Team Lead
*******7277a.......e@petsmart.com
Vickie Baulisch
Account Analyst
*******3513v.......h@hotmail.com
Brian Schmitz
Training
******3513b.......z@bellsouth.net
Sneha Marri
Devops Engineer
******8497m.......9@gmail.com
Josh Benson
Assistant Vice President Of Emerging Advisors
******3513j.......8@gmail.com
Michaela Faires
Accounting
******3513m.......f@orionadvisor.com
Michael Clark
Manager, Technology Support
******3513m.......c@orionadvisor.com
Jeff Kliewer
Director Of Integration Partnerships And Support
******3513j.......k@orionadvisor.com
Lauren Sanders
Content Marketing Strategist
******7055l.......1@gmail.com
Mark Bivens
Product Manager
*******4264m.......s@seniormarketsales.com
Charles Cogburn
Financial Data Analyst
*******1600c.......n@nstar-financial.com
Sean Hollingshead
Vp, Managed Accounts
*******3313s.......d@orionadvisor.com
Eric Rubeck
Enterprise Data Architect
******3513e.......k@orionadvisor.com
Benjamin Rawlings
Sme Reporting
*******4240b.......s@orionadvisor.com
Joy Donaldson
Institutional Project Manager
******1441j.......y@tempocreative.com
Zachary Waldron
Financial Risk Management
******3242z.......n@northwesternmutual.com
Benjamin Rawlings
Performance Training Architect
*******4240b.......l@iastate.edu
Killeen Wahl
Account Specialist
******3513k.......1@cox.net
Justin Dick
Products And Prices Team Leader
******3513j.......k@orionadvisor.com
Devan Meyer
Senior Financial Analyst
******1063d.......r@nelnet.com
Kevin Stillman
Eclipse Onboarding Specialist
*******7400k.......n@surdellpartners.com
Jonathan Douglas
Advisor Success Advocate
******7000j.......s@orionadvisor.com
Mike Zarren
Svp, Strategic Relationships
*******3313m.......n@cerosfs.com
Shawn Perry
Accounting Teams
******3513s.......y@orionadvisor.com
Steve Michaud
Desktop Application Developer
******3513s.......d@orionadvisor.com
Justin Nordstrom
Accounting
******3513j.......n@orionadvisor.com
Robert Lamberty
Training Engagement
******3513r.......l@orionadvisor.com
Adam Palmer
Client Reporting Product
******3513a.......r@orionadvisor.com
Samantha Brown
Investment Performance
******1600s.......n@orionadvisor.com
Derek Vanosdall
Data
******3513d.......l@orionadvisor.com
Shawn Edie
Strategic Consultant
******2958e.......e@gmail.com
Ellen Murphy
Strategic Consultant
******7551e.......y@wealthaccess.com
Phillip Colling
Vice President Of Enterprise Business Development At Orion Advisor
*******1600p.......g@gmail.com
Todd Urkoski
Product Owner
*******1600t.......i@nstar-financial.com
Danielle Hamby
Corporate Action Specialist And Accounting Analyst
******3513d.......y@orionadvisor.com
Adrienne Redlin
Heldaway Assets Data Reconciliation
*******4439n.......t@aol.com
Kelly Shultz
Senior Executive Assistant To Eric Clarke, Chief Executive Officer
******3513k.......s@orionadvisor.com
Brian Lowther
Financial Data
*******4439b.......r@orionadvisor.com
Brian Bartsch
Database Administrator
******3513b.......h@orionadvisor.com
Vanessa Nelson
Accounting
******3513v.......n@orionadvisor.com
Joseph Mastrogiovanni
Senior Manager-financial Data Reconciliation Teams
*******1600j.......i@nstar-financial.com
Josh Thoma
Solutions Architect
******3513j.......a@orionadvisor.com
Mathew Slattery
Lead Software Engineer
*******4667m.......y@nebraskablue.com
Scott Pattison
Data Reconciliation Manger Schwab
******3513s.......2@gmail.com
Jeff Slutzky
Manager Database Development And Administration
******8761j.......y@affinitas.net
Darren Olson
Content Marketing Manager
******0645d.......7@gmail.com
Ryan Cohagan
Integration Training Architect
******3513r.......c@orionadvisor.com
Michaela Faires
Technology Consultant
******3513m.......f@orionadvisor.com
Jeremy Waymire
Financial Data Analyst
*******7628j.......e@yahoo.com
Brad Gruwell
Accounting Analyst - Team Lead
******3513b.......g@orionadvisor.com
Lisa Pekny
Portfolio Administrator
*******3313l.......y@clsinvest.com

Email Formats

Discover the email patterns used at Orion Advisor Solutions to connect with the right people.

Email FormatExamplePercentage
firstname.lastname@company.comjohn.doe@company.com45%
firstname@company.comjohn@company.com30%
firstinitial.lastname@company.comj.doe@company.com15%
firstname_lastname@company.comjohn_doe@company.com10%

View Email formats of the company.

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Technology Stack

Open Graph
Open Graph
Miscellaneous

Open Graph is a protocol that is used to integrate any web page into the social ...

Google Analytics
Google Analytics
Analytics

Google Analytics is a free web analytics service that tracks and reports website...

HSTS
HSTS
Security

HTTP Strict Transport Security (HSTS) informs browsers that the site should only...

Google Font API
Google Font API
Font scripts

Google Font API is a web service that supports open-source font files that can b...

Salesloft
Salesloft
Marketing automation

Salesloft is a cloud-based sales engagement platform.

Salesforce Marketing Cloud Account Engagement
Salesforce Marketing Cloud Account Engagement
Marketing automation

Salesforce Marketing Cloud Account Engagement (formerly known as Pardot) is an a...

DoubleClick Floodlight
DoubleClick Floodlight
Advertising

DoubleClick Floodlight technology used by Orion Advisor Solutions

Google Tag Manager
Google Tag Manager
Tag managers

Google Tag Manager is a tag management system (TMS) that allows you to quickly a...

Glide.js
Glide.js
JavaScript libraries

Glide.js is a dependency-free JavaScript ES6 slider and carousel.

Quicklink
Quicklink
JavaScript libraries

Quicklink is a JS library which aims to be a drop-in solution for sites to prefe...

jQuery UI
jQuery UI
JavaScript libraries

jQuery UI is a collection of GUI widgets, animated visual effects, and themes im...

jQuery
jQuery
JavaScript libraries

jQuery is a JavaScript library which is a free, open-source software designed to...

core-js
core-js
JavaScript libraries

core-js is a modular standard library for JavaScript, with polyfills for cutting...

Nginx
Nginx
Web servers

Nginx is a web server that can also be used as a reverse proxy, load balancer, m...

Wistia
Wistia
Video players

Wistia is designed exclusively to serve companies using video on their websites ...

ZURB Foundation
ZURB Foundation
UI frameworks

Zurb Foundation is used to prototype in the browser. Allows rapid creation of we...

PHP
PHP
Programming languages

PHP is a general-purpose scripting language used for web development.

Sentry
Sentry
Issue trackers

Sentry is an open-source platform for workflow productivity, aggregating errors ...

Drupal
Drupal
CMS

Drupal is a free and open-source web content management framework.

Frequently Asked Questions

What is the address of Orion Advisor Solutions's headquarters?

Orion Advisor Solutions is headquartered at 1701 N 102nd St, Omaha, NE 68114, USA.

How can I contact Orion Advisor Solutions by phone?

You can reach Orion Advisor Solutions by calling their customer support number at (888) 674-6627.

What is the official website for Orion Advisor Solutions?

You can visit Orion Advisor Solutions's official website at orion.com.

How much revenue does Orion Advisor Solutions generate?

Orion Advisor Solutions reports an annual revenue of approximately 120 Million USD.

What is the SIC code for Orion Advisor Solutions?

The Standard Industrial Classification (SIC) code for Orion Advisor Solutions is 87,874.

What is the NAICS code for Orion Advisor Solutions?

Orion Advisor Solutions falls under the NAICS code 54,541.

How many people work at Orion Advisor Solutions?

Orion Advisor Solutions has a workforce of about 1600 employees.

Which technologies are used by Orion Advisor Solutions?

Orion Advisor Solutions utilizes technologies like Open Graph, Google Analytics, HSTS.

Who is the Chief Executive Officer (CEO) of Orion Advisor Solutions?

The CEO of Orion Advisor Solutions is Charles Clark.

How can I get in touch with Orion Advisor Solutions?

To contact Orion Advisor Solutions, call (888) 674-6627 or visit their website at orion.com

Is Orion Advisor Solutions a publicly traded company?

No, Orion Advisor Solutions is a private company.

How much total funding has Orion Advisor Solutions secured so far?

To date, Orion Advisor Solutions has raised $180M across 2 funding round(s).

Which industry is Orion Advisor Solutions part of?

Orion Advisor Solutions operates in the Management Consulting, Business Services industry.

Who are the main competitors of Orion Advisor Solutions?

Key competitors of Orion Advisor Solutions include Chattem Chemicals, PGIM, Acadian Asset Management, Eaton Vance

Which companies has Orion Advisor Solutions acquired?

Acquisitions by Orion Advisor Solutions include Brinker Capital, Redtail Technology, Orion Portfolio Solutions, CLS Investments .

Who holds the CFO position at Orion Advisor Solutions?

Ben Bell serves as the Chief Financial Officer (CFO) at Orion Advisor Solutions.

Where can I find Orion Advisor Solutions on social media?

You can follow Orion Advisor Solutions on Linkedin, Twitter, Facebook to stay updated with their latest news and services.

When did Orion Advisor Solutions complete its most recent funding round?

Orion Advisor Solutions latest funding round closed on May 20, 2022 with the amount of $95 Million

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